See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,817 | $106,584-44.8% | $101,326-42.0% | $142,382-58.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.97% | 36.93%-24.0pp | 36.82%-23.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,939 | $3,956-51.0% | $3,665-47.1% | $4,299-54.9% |
| Participant deferral / active EE | $3,902 | $8,297-53.0% | $7,994-51.2% | $6,507-40.0% |
| Admin fee / account holder | $20,014 | $11,446+74.9% | $11,185+78.9% | $12,624+58.5% |